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 Preparation for Using Client-Based Groupware Integration

 

Activities for Business Users

  • Add the SAP CRM server site name to the trusted sites list in your browser as follows:

    1. Open the Internet Explorer.

    2. Choose Start of the navigation path Tools Next navigation step Internet Options Next navigation step Security End of the navigation path and in the Trusted Sites screen area, choose Sites.

    3. In the Add this website to the zone field, enter the SAP CRM server website and choose Add.

    4. Choose Close to close the window and apply the settings.

    Note Note

    You may get a warning that you are changing security settings. In this case, choose Yes to close the window, and then OK in the Internet Options window. Close all browser windows and restart the Internet Explorer.

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  • Enable cached exchange mode in Microsoft Outlook as follows:

    1. In Microsoft Outlook, go to the account settings.

      In Microsoft Outlook 2003/2007 choose Start of the navigation path Tools Next navigation step Account Settings... End of the navigation path.

      In Microsoft Outlook 2010 choose Start of the navigation path File Next navigation step Info Next navigation step Account Settings Next navigation step Account Settings... End of the navigation path.

    2. On the E-mail tab, select the Microsoft Exchange server and choose Change...

    3. In the Microsoft Exchange settings, select the Use Cached Exchange Mode checkbox.

    4. Choose Start of the navigation path Next Next navigation step Finish End of the navigation path to complete the setting.

  • If you are working over a VPN connection, make sure you have the following Microsoft Outlook settings:

    • Download Full Items

    • On Slow Connections Only Download Headers

  • If multiple roles are assigned to you in the organizational model, assign a business role to your user for determination of a groupware profile (if this has not already been done by administrator).

    This ensures that the correct groupware profile is determined for groupware integration. Otherwise the system determines the first role assigned to you, which may not be correct.

    You assign the role as follows:

    1. In the SAP CRM system (SAP GUI), choose Start of the navigation path System Next navigation step User Profile Next navigation step Own Data End of the navigation path.

    2. On the Parameters tab, create the parameter CRM_GWI_PROFILE with the parameter value set as the business role to be assigned to the user.

    For more information about groupware profiles, see Groupware Profiles.

  • Before you start working with groupware integration, click Edit Synchronization Settings on the Personalize page of the SAP CRM WebClient UI to download your groupware profile.

Note Note

The groupware client must be open before synchronization starts.

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